We are live on ! Find out more
FLRN icon

State Street SPDR Bloomberg Investment Grade Floating Rate ETF

326 hedge funds and large institutions have $1.78B invested in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in 2023 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 99 increasing their positions, 137 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 31

9% more funds holding in top 10

Funds holding in top 10: 2224 (+2)

4% more funds holding

Funds holding: 314326 (+12)

3.05% more ownership

Funds ownership: 71.3%74.35% (+3.1%)

4% more capital invested

Capital invested by funds: $1.7B → $1.78B (+$74.3M)

3% less call options, than puts

Call options by funds: $982K | Put options by funds: $1.01M

28% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 137

Holders
326
Holders Change
+12
Holders Change %
+3.82%
% of All Funds
4.75%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.35%
New
44
Increased
99
Reduced
137
Closed
31
Calls
$982K
Puts
$1.01M
Net Calls
-$27K
Net Calls Change
-$30K
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
176
Revisor Wealth Management
Ohio
$573K -$413K -13,483 -42%
ATPW
177
Ashton Thomas Private Wealth
Arizona
$562K +$15.1K +492 +3%
RPA
178
Rock Point Advisors
Vermont
$550K -$183K -5,975 -25%
MWM
179
Modera Wealth Management
New Jersey
$545K +$2.14K +70 +0.4%
Cerity Partners
180
Cerity Partners
New York
$542K +$543K +17,734 New
CW
181
CreativeOne Wealth
Kansas
$542K +$21.6K +704 +4%
LFA
182
Laraway Financial Advisors
Minnesota
$541K -$12K -392 -2%
MLM
183
Mount Lucas Management
Pennsylvania
$541K +$1.41K +46 +0.3%
NFG
184
Nations Financial Group
Iowa
$540K +$55.2K +1,803 +11%
FHA
185
Flagship Harbor Advisors
Massachusetts
$530K -$15.2K -496 -3%
NAM
186
NTV Asset Management
West Virginia
$506K
LNC
187
Lincoln National Corp
Pennsylvania
$501K +$201K +6,572 +67%
SWP
188
Strategic Wealth Partners
Ohio
$500K -$122 -4 -0%
TA
189
Tactive Advisors
Florida
$487K -$165K -5,406 -25%
CFG
190
Carr Financial Group
Massachusetts
$480K -$12.3K -402 -3%
FCM
191
Fourpath Capital Management
Oklahoma
$477K -$93.2K -3,044 -16%
SFG
192
StrategIQ Financial Group
Indiana
$476K -$30.6K -1,000 -6%
Stifel Financial
193
Stifel Financial
Missouri
$468K +$468K +15,291 New
TCM
194
Triumph Capital Management
Colorado
$459K -$131K -4,284 -22%
KOC
195
Koss-Olinger Consulting
Florida
$448K +$490 +16 +0.1%
RCM
196
Raleigh Capital Management
North Carolina
$437K -$31K -1,013 -7%
GM
197
GeoWealth Management
Illinois
$435K +$22.5K +735 +5%
WAP
198
Wealthcare Advisory Partners
Pennsylvania
$435K -$135K -4,413 -24%
MIM
199
MTM Investment Management
South Carolina
$429K -$1.9K -62 -0.4%
SWA
200
Strata Wealth Advisors
Texas
$426K -$69.8K -2,281 -14%

FLRN Hedge Fund Activity: Q4 2023 in Review

326 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) for Q4 2023, worth a combined $1.78B — up 4.4% from $1.7B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new FLRN positions and 31 closed out — a net gain of 13 holders — while 99 added to existing stakes and 137 trimmed.

The largest buyer was Jane Street, adding an estimated $41.1M. The largest seller was Ocean Park Asset Management, cutting an estimated $13.1M.

  • 326 institutional investors held State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) as of Q4 2023, up from 314 in Q3 2023.
  • Funds reported $1.78B of State Street SPDR Bloomberg Investment Grade Floating Rate ETF stock for Q4 2023, up 4.4% quarter-over-quarter.
  • 44 funds opened new State Street SPDR Bloomberg Investment Grade Floating Rate ETF positions in Q4 2023 and 31 closed out, a net change of +13 holders.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF buyer in Q4 2023 was Jane Street, an estimated $41.1M added.
  • The largest State Street SPDR Bloomberg Investment Grade Floating Rate ETF seller in Q4 2023 was Ocean Park Asset Management, an estimated $13.1M sold.

Based on aggregated 13F filings for Q4 2023.